New Name, Same Exceptional Service: Introducing FuturePlan

To our valued clients and partners:

401k Plus is now called FuturePlan by Ascensus, a new name and brand to represent our innovative role as a national leader formed by quality-focused local TPA firms from coast to coast. You’ll continue receiving the high touch, responsive service you expect from our expert team, plus so much more. We’re part of an unparalleled network of 100s of experts on every type of plan and service, backed by the strength, security, and technology investment of a leading national firm, Ascensus.

As FuturePlan, we’re a fully independent and neutral TPA, empowering advisors and plan sponsors to work with whichever recordkeeper and investment platform best meets their needs. We partner with more than 30 recordkeepers and are continuously building effective partnerships across the retirement industry. Please visit our new website at FuturePlan.com to learn more. During our transition, client portal logins will remain the same, please see links below. We welcome your questions and feedback and look forward to working with you as FuturePlan!

Logins

Participant/Plan Sponsor Login (Advisors choose Sponsor)

• Account access (for accounts at FuturePlan)

Client Portal

• Documents
• Form 5500 data collection
• Administration

Connect with our Arlington office
Main Phone Number: (817) 563-3400
Toll-Free Number: (866) 831-3526
Fax Number: (817) 563-3445

Request for Consultation for New Retirement Plan:
Adam Williams
(972) 626-4662
or
Steve Hale
(512) 658-8225

Read our letter to advisors and industry partners here.
Read our letter to clients here.